Elizabeth Hoffman is a financial advisor who believes that clarity and confidence are two of the greatest gifts you can give someone, especially when it comes to their finances and legacy. Every day, she gets to help individuals, families, and business owners transform uncertainty into direction, and direction into long-term impact. That’s the work that fuels her.
Elizabeth has a passion for education, planning, and meaningful relationships. She is here to listen, simplify the complex, and to help clients build and protect a legacy that reflects what matters most to them.
In her free time, Elizabeth is passionate about helping animals. As a board member for a local animal rescue, Traveling Tails and Ragamuffin Rescue, she plays an active role in helping animals find safety, stability, and loving homes. This mission has quickly become a large part of her life. At home, she enjoys spending time with her own dog and three cats, reading, skiing and anything that gets her outdoors. She is an active member in the local community through her local BNI chapter, book club, and rescue activities.
Elizabeth Hoffman is a Registered Representative and Invesment Advisor Representative of Equity Services, Inc. Elizabeth is licensed to sell securities in New York and is insurance-licensed in New
York.